Monday, March 29, 2010

ACORD Forms on the iPad

I have to admit I am pretty excited about the arrival of my new iPad. I think it is the perfect tool for an insurance agent to take with them into the field to work with forms and customers.

Assuming I receive my iPad this Saturday - April 3rd - we will have all the ACORD forms available on the iPad by Monday, April 5th. I will be posting video of how it works about the same time.

Why do I think it is better than a laptop? I think when you are sitting at a table, showing documents to a customer, the iPad is much closer to the experience of actually showing a paper document.


  1. It is one flat surface - a laptop is two surfaces and the screen is limited related to the angles you can view.
  2. Like a piece of paper, you can lay the iPad flat on the table and turn the page to face your customer, but you can still read it upside down. Try doing that with a laptop.
  3. I hope you will be able to have your customer sign their name with their finger right on the screen. Not sure this is available, but wouldn't that be the best electronic signature ever?


I don't think you will use your iPad to complete the bulk of the information in an ACORD form, but making selective changes will be easy.

I know that using a program like our Cap Dat ACORD service, most of the time the things you are doing are not keyboard driven, but are mouse driven. The touch screen is so much better than a mouse you will not believe you ever used a mouse.

Keep a note to check back here on Monday morning to see how I feel after a few days of actually using the iPad with our ACORD forms services.

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